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Many tutorials will instruct you on how to perform a Backdoor Roth Conversion However, very few of them go through a step by step process for the very first time you ever set up a Backdoor Roth IRA. I, unfortunately, ran into several snags because of this.

After you have maxed out your employer 403B/401K for you and your spouse and any governmental 457s, a backdoor Roth should be your next step! Read more to find out how.

I started blogging in November 2017. So, my first quarterly net worth update was six months out (or two quarters into being an attending anesthesiologist). How am I doing now? What goals have I achieved? Grab a drink, sit down, and come find out in the 2nd Quarterly Net Worth Update.

We love talking about obtaining FIRE, but what do we do after that? What is your draw down plan? Today we will discuss one aspect of that plan, which is how to bridge the early retirement gap between when you FIRE and when you turn age 59.5.

Many have asked me why I favor a Roth contribution instead of a standard (pre-tax) contribution in my 403B. One of the bigger reasons is the benefit of a stretch IRA (via Roth), or a Stretch Roth IRA. Today, we are going to dive a little more into that topic and see what it’s all about, and if its right for you.

Ever wondered if there are certain months where specific financial tasks should be completed? Ever forget a deadline because you forgot to write it down? How often should you rebalance your assets? The Moderately Frugal Personal Finance Calendar aims to answer this, and much more.

I often ask people, “Do you think you are dumb enough, if you put just a little time in, to make 10 million dollars worth of mistakes?” The point I am trying to make is that, with just a little bit of do-it-your self personal finance education, you can be your own financial advisor. Today we will discuss exactly how to go about this!

Let’s discuss the Sixth TPP Philosophy: making a financial plan! How do you expect to get there? What does this entail? What is the best product I’ve found to form a comprehensive (and affordable) financial plan? Read more…

Could you stomach watching $500,000 turn into $250,000 over the course of months, or lose $100,000 in one week? A Bear Market is not the time to find out who you are in terms of your ability to withstand corrections and recessions. You need to have a plan to slay the bear market before it comes!

This is my first of (at least) quarterly TPP Net Worth updates. This will help hold me accountable, help provide transparency to my readers, and hopefully provide those coming behind me some proof that financial goals can be achieved in a way to make both the head and the heart happy!

The following is a review of this course, which is called Fire Your Financial Advisor. The review is long, but this course includes over 6 hours worth of video and presentation information all-in-all. Want to sneak a peek? Read more to find out.